Security record
SUN
Sunoco LP · Energy · Oil & Gas Refining & Marketing
57Tracked holders
+3Δ holders
29.76MShares held
$2.01BReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +2.2% ·
net new positions +3.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +3 | 29.76M | $2.01B | +4 | −2 |
| Q1 2026 | 56 | +1 | 29.14M | $1.90B | +5 | −4 |
| Q4 2025 | 54 | 0 | 27.52M | $1.44B | — | — |
| Q3 2025 | 5 | 0 | 8.69M | $434.45M | — | — |
| Q2 2025 | 2 | -1 | 41.11K | $2.20M | — | −1 |
| Q1 2025 | 1 | 0 | 1.07K | $62,008 | — | — |
| Q4 2024 | 1 | -1 | 12.80K | $658,689 | — | −1 |
| Q3 2024 | 2 | +1 | 6.05K | $325,032 | +1 | — |
| Q2 2024 | 1 | — | 27 | $1,527 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 8.85M | -0.1% | $597.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Goldman Sachs Group ✦ | 5.74M | +3.9% | $387.62M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.01M | -6.7% | $203.25M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 2.59M | -28.9% | $174.67M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 2.56M | +130.2% | $172.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 6 | JPMorgan Chase ✦ | 1.63M | +8.6% | $112.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | UBS Group AG | 1.06M | +10.4% | $71.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Barclays Plc | 692.09K | -12.9% | $46.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Neuberger Berman Group LLC | 579.38K | +0.5% | $39.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 377.49K | -1.7% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Allianz Asset Management GmbH | 369.07K | +12.4% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 237.70K | +16.2% | $16.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 205.52K | +7.9% | $13.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 204.74K | -8.3% | $13.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 187.16K | -21.6% | $12.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Hrt Financial Lp | 182.41K | +153.5% | $12.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 175.49K | -1.0% | $11.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 154.87K | +33.8% | $10.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 148.09K | +4.7% | $10.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 82.91K | +12.5% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 62.59K | +3.7% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Cetera Investment Advisers | 62.11K | -0.7% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 52.64K | +1.6% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Toronto Dominion Bank | 49.80K | New | $3.36M | 0.0% | New | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 45.34K | +2.2% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | First Trust Advisors Lp | 37.19K | -8.2% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 32.10K | +1.4% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 29.67K | -3.2% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 28.86K | -0.4% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Truist Financial Corp | 28.63K | +0.5% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Mml Investors Services, Llc | 27.89K | +239.2% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 25.20K | -27.2% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Focus Partners Wealth | 22.02K | +31.0% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 21.63K | New | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 19.03K | +35.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 18.88K | 0.0% | $1.27M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (passive) | 17.14K | 0.0% | $1.16M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 38 | Creative Planning | 15.27K | -58.0% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 15.04K | -0.2% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 14.97K | -78.5% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 11.41K | +20.2% | $769,967 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 10.60K | -37.3% | $715,433 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 43 | Jones Financial Companies Lllp | 10.72K | +8.2% | $713,013 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 9.69K | +69.7% | $653,811 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Brown Advisory Inc | 9.20K | -6.9% | $620,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 7.89K | -21.3% | $532,343 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Corient Private Wealth LP | 7.27K | New | $491,790 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 6.01K | -15.8% | $406,019 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | IMC-Chicago, LLC | 3.91K | -65.2% | $264,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 3.77K | +0.3% | $254,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Lido Advisors, LLC | 3.73K | -39.0% | $251,978 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 3.71K | 0.0% | $250,155 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Tidal Investments LLC | 3.61K | New | $243,405 | 0.0% | New | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 838 | -13.0% | $56,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 328 | -51.6% | $22,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 190 | 0.0% | $12,825 | 0.0% | Held | 3 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 107 | 0.0% | $7,223 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Toronto Dominion Bank | $3.36M | 0.0% |
| Citadel Advisors | $1.46M | 0.0% |
| Corient Private Wealth LP | $491,790 | 0.0% |
| Tidal Investments LLC | $243,405 | 0.0% |
Exited
| Jane Street Group, Llc | $4.37M | was 0.0% |
| HighTower Advisors, LLC | $1.37M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 293 holders, 65.75M shares, $4.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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